See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $148,559 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,275 | $89,436+19.9% | $164,813-34.9% | $77,643+38.2% |
| Participation rate | 86.3% | 78.6%+7.7pp | 78.6%+7.7pp | 70.6%+15.7pp |
| Annual return | 14.96% | 28.83%-13.9pp | 69.93%-55.0pp | 31.24%-16.3pp |
| Employer contribution / active EE | $2,727 | $2,569+6.2% | $4,341-37.2% | $2,7260% |
| Participant deferral / active EE | $6,734 | $4,897+37.5% | $6,031+11.6% | $4,647+44.9% |
| Admin fee / account holder | $292 | $339-14.0% | $12,690-97.7% | $430-32.2% |